How NotifyVisitors is Empowering India’s BFSI Giants like SBI & Axis in Digital Transformation

NotifyVisitors, a SaaS company based in Delhi, is making a significant impact on the digital growth of the Indian BFSI sector. This AI-driven automated customer data platform enables banking and insurance companies to seamlessly integrate their data into NotifyVisitors’ highly secure systems, allowing them to connect with their customers automatically.

This innovation helps major firms save millions in software development costs and provides smaller companies in the BFSI sector with the opportunity to engage their customers more effectively. At three recent events—the 24th BFSI IT Summit, the 3rd Edition Future of Insurance Summit & Awards 2024, and the 2nd Edition NBFC & Fintech Leadership Awards 2024—NotifyVisitors showcased how BFSI organizations can leverage their tools. Interestingly, many of the award-winning firms were also utilizing NotifyVisitors’ solutions directly.

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How NotifyVisitors CDP Works

NotifyVisitors’ CDP is built on three core principles: data integration, personalized engagement, and advanced analytics. Here’s how each component works:

Data Integration: NotifyVisitors consolidates data from multiple sources, such as websites, mobile apps, and CRM systems. This comprehensive data integration enables businesses to create a single customer view, which includes every interaction a customer has with a brand.

Personalized Engagement: Using the integrated data, NotifyVisitors allows firms to deliver highly personalized experiences across all customer touchpoints. Whether through email, SMS, push notifications, or WhatsApp, businesses can engage customers with the right message at the right time, enhancing customer satisfaction and loyalty.

Advanced Analytics: With the campaigns in motion, NotifyVisitors leverages advanced analytics to uncover deep insights into customer behavior. Features like A/B testing, cohort, and predictive RFM analytics, help businesses identify trends, predict future behaviors, and make data-driven decisions.

Recent Event Highlights

Here’s a brief overview of three significant events in India that showcased the potential of BFSI firms, with NotifyVisitors playing a key role in each.

24th BFSI IT Summit

At the 24th BFSI IT Summit, NotifyVisitors showcased how its Customer Data Platform (CDP) tools are transforming customer engagement within the BFSI sector. A major highlight was the platform’s capability to consolidate various data sources into a unified customer profile.

Attendees discovered that leading BFSI award recipients such as HDFC Bank, ICICI Prudential AMC Ltd., Axis Mutual Fund, and Andromeda Loans leverage NotifyVisitors to enhance their digital acquisition strategies and elevate customer experiences through accurate data analysis and targeted marketing initiatives.

3rd Edition Future of Insurance Summit & Awards 2024

During the 3rd Edition Future of Insurance Summit & Awards 2024, NotifyVisitors was recognized with the Best CDP and Martech Software Award. This award underscores the platform’s effectiveness in helping insurance companies utilize data analytics to optimize customer engagement. NotifyVisitors’ AI-driven tools were demonstrated to automate data collection, segmentation, and engagement processes, ensuring insurers can predict customer needs and communicate effectively through preferred channels.

The summit also featured a keynote address by NotifyVisitors founder and CEO Mr. Siddharth Gupta on the importance of AI and analytics in customer engagement. NotifyVisitors’ CDP was praised for its ability to predict customer needs and automate communication, ensuring the right product reaches the right customer at the right time.

Other notable award winners, including SBI General Insurance, Mahindra Insurance Brokers Limited, HDFC Life, and Zuno General Insurance, also revealed that they utilized NotifyVisitors tools and its a major part of their success.

2nd Edition NBFC & Fintech Leadership Awards 2024

At the 2nd Edition NBFC & Fintech Leadership Awards 2024, NotifyVisitors received another award for its cutting-edge CDP technology. The platform was recognized for its significant contribution to enhancing customer engagement strategies for fintech firms and non-banking financial companies (NBFCs).

Other notable award recipients, such as Aditya Birla Mutual Fund, HDFC Securities, Auxillo Finserve Private Limited, Payme India, and 5Paisa, also utilize NotifyVisitors to streamline their data management and elevate customer experiences, demonstrating the impact of NotifyVisitors’ solutions.

Driving Business Growth with NotifyVisitors

The success stories from these recent events illustrate the transformative power of NotifyVisitors’ CDP tools. With a holistic view of customer behaviours and enabling personalized engagement, NotifyVisitors helps businesses across various sectors achieve their goals and drive growth.

Before integrating with NotifyVisitors, many companies in the BFSI sector relied on manual processes or limited automation. But today, especially in the AI age, adopting automation is no longer a luxury but a necessity.  If you are operating in the BFSI sector, it’s time to discover the vast opportunities that NotifyVisitors offers for accurately and automatically targeting your customers.

For companies looking to stay ahead in a competitive market, a powerful CDP like NotifyVisitors is essential.